Alex Palumbo Email & Phone Number
Partner @ Ritholtz Wealth Management
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Alex Palumbo Location
- New York, NY, US
Alex Palumbo Work
- 2020 -now Partner @
- 2018 -now Senior Financial Advisor @
- 2016 -2018 Investment Advisor Representative @
- 2014 -2015 Investment Advisor Representative | Advanced Advisor Group™ @
Alex Palumbo Education
- College for Financial Planning
Certified Financial Planner
- Penn State University
Bachelor’s Degree (B.S. Accounting)
Alex Palumbo Skills
- Finance
- Leadership
- Investments
- Retirement Planning
- Management
- Microsoft Office
- Financial Analysis
- Microsoft Excel
- Microsoft Word
- Social Media
- Customer Service
- Time Management
- PowerPoint
- Accounting
- Marketing
- Great Plains Software
- English
- Teaching
- Outlook
- Oracle Applications
- ADP Payroll
- Research
- Windows
- Accounts Payable
- Invoicing
- Payroll
- Photoshop
- Microsoft Office (Excel, PowerPoint, Outlook, Access, and Word)
- Adobe Photoshop
- WinCarat 7
- Returns
- Positioning
- Wage
- Vehicles
- Magazines
- Expenses
- Scratch
- Decks
- Pay
- Vendors
- Sales
- Financial Planning
- MS Excel
- Bol
- Networking
- Derivatives
- Spreadsheets
- Communication
- Materials
- Software
- Oracle
- Wealth Management
- Balance
- Media Kit
- Oral Communication
- Securities
- Projection
- Analytical Skill
- Financial Goals
- Pumps
- Checks
- Indicators
- Financial Forecast
- GL
- Small Business
- Financial Statements
- Ratios
- Microsoft Office Excel
- Market Share
- Coaching
- Filing
- Security
- Word
- Freight
- Newspapers
- Campaigns
- Income
- Deliveries
- Presentations
- Access
Alex Palumbo Summary
- Alex Palumbo, based in New York, NY, US, is currently a Partner at Ritholtz Wealth Management. Alex Palumbo brings experience from previous roles at Ritholtz Wealth Management and McAdam Financial. Alex Palumbo holds a Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Finance, Leadership, Investments, Retirement Planning, Management and more. Alex Palumbo has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Ritholtz Wealth Management Employees
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Anna Chaiken
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Joshua Brown
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Gisela W.
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